Essential Properties Realty Trust
EPRT
92 hedge funds and large institutions have $596M invested in Essential Properties Realty Trust in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 11 closing their positions.
145% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 11
22% more capital invested
Capital invested by funds: $490M → $596M (+$106M)
19.72% more ownership
Funds ownership: 78.68% → 98.41% (+20%)
19% more funds holding
Funds holding: 77 → 92 (+15)
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.7M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$30.9M |
| 3 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$18.6M |
| 4 |
Janus Henderson Group
London,
|
+$13.6M |
| 5 |
BlackRock
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$42.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$16.8M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$16.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$14.9M |
| 5 |
ZP
Zimmer Partners
New York
|
-$13M |
EPRT Hedge Fund Activity: Q4 2018 in Review
92 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Essential Properties Realty Trust (EPRT) for Q4 2018, worth a combined $596M — up 22% from $490M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EPRT positions and 11 closed out — a net gain of 16 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was Vanguard Group, adding an estimated $34.7M. The largest seller was Long Pond Capital, exiting entirely with an estimated $42.6M sold.
- 92 institutional investors held Essential Properties Realty Trust (EPRT) as of Q4 2018, up from 77 in Q3 2018.
- Funds reported $596M of Essential Properties Realty Trust stock for Q4 2018, up 22% quarter-over-quarter.
- 27 funds opened new Essential Properties Realty Trust positions in Q4 2018 and 11 closed out, a net change of +16 holders.
- The largest Essential Properties Realty Trust buyer in Q4 2018 was Vanguard Group, an estimated $34.7M added.
- The largest Essential Properties Realty Trust seller in Q4 2018 was Long Pond Capital, an estimated $42.6M sold.
Based on aggregated 13F filings for Q4 2018.